Rebecca Recchia is a financial advisor with Edward Jones in Oldsmar, FL, holding Series 65 and Series 63 licenses and having 1 year of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Stephen Platt is a financial advisor with Raymond James Financial in Saint Petersburg, FL, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at Edward Jones and various Raymond James entities spanning from 2016 to the present. Outside of finance, he hosts a small interview podcast called Know It Some. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm uses fact-finding, risk profiling, and analytical tools to provide tailored non-discretionary planning and encourages clients to implement recommendations through its advisory programs or other providers.

Byron Sheffield is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at UBS Financial Services, Fidelity Investments, Bank of America, and Fisher Investments. He is currently based in Clearwater, Florida. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a model combining non-discretionary advisory recommendations with access to discretionary separately managed accounts, supported by multi-asset allocation strategies and a centralized operational structure.

David Mevoli is a Series 65-licensed financial advisor with Raymond James Financial Services Advisors, Inc., based in St. Petersburg, FL. He has two years of experience in the financial industry and is also involved in Cross Stone Management LLC, where he handles financial recordkeeping for tax filings. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports clients through a broad network of advisors and specialized offerings.

James Stevenson Jr. is a financial advisor at Edward Jones in Clearwater, FL, holding Series 63 and Series 66 designations with 18 years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Level Four Advisory Services and LPL Financial from 2015 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branches across the United States.

Khanh Lowery is a financial advisor with Cetera in Safety Harbor, FL, holding a Series 63 designation and 29 years of industry experience. He has been with Cetera and its affiliate Cetera Financial Specialists LLC since 2004. In addition to his advisory role, Lowery is the owner of Lowery, Weldon & Company, CPAs, P.A., where he manages tax and accounting services. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, institutional, and charitable clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and retirement services. The firm supports a diverse range of investment strategies and program structures with over $256 billion in assets under management and more than 10,000 advisors.

Ardon Currie is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding the Series 66 designation and having six years of industry experience. He previously worked at Franklin Templeton Investments for one year before joining Raymond James & Associates in 2017. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Michael Rodenburg is a financial advisor with Raymond James & Associates holding Series 63 and Series 65 credentials and 28 years of industry experience. His career includes roles at Raymond James Financial Services, LPL Financial, Edelman Financial Services, and Chase Investment Services. He is based in St. Petersburg, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Armando Elias is a financial advisor at Raymond James & Associates with Series 66 and Series 63 credentials and one year of industry experience. His prior experience includes roles at Morgan Stanley and J.P. Morgan Chase, as well as work outside finance in fitness and education sectors. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and charitable organizations, offering financial planning and investment consulting primarily through non-discretionary advisory relationships.

Joseph Mccoy is a financial advisor at LPL Enterprise with 40 years of industry experience. He holds the Series 66 designation and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm uses a model-driven investment approach with access to third-party asset managers and offers a range of financial planning and consulting services.

James Mckaveney is a financial advisor at Morgan Stanley with 38 years of industry experience. His previous roles include positions at UBS Financial Services from 2008 to 2022 and Morgan Stanley Private Bank since 2022. He holds Series 63 and Series 65 licenses. Outside of his advisory work, he is involved with McKaveney's Amazing Grace LLC, which operates in the hospital and healthcare sector. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs and financial planning services. The firm employs structured planning tools and models to assist clients, managing approximately $2.74 trillion in client assets.

Evan Ansted is a financial professional at LPL Enterprise with one year of industry experience. He holds a Series 66 designation and has worked previously at American Broadband, Yark Automotive, and the University of Tampa. His business activities include a role as a financial professional involved in insurance-related services. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm uses a model-driven investment approach with offerings that include financial planning, access to third-party asset managers, and participation in a wrap program.

Maximillian Peddie is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. With over half a decade of experience in the financial industry, Maximillian specializes in a range of services including executive compensation, services for endowments, foundations, and non-profits, personal retirement planning, portfolio management, small business strategies, special needs planning, tax minimization, and retirement income. He and his team focus on delivering a comprehensive client experience by offering various financial products and services alongside in-depth education. Maximillian holds a Bachelor's Degree from the University of New Mexico and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Originally from Texas, he currently resides in Tampa, Florida, where he and his team work to create personalized strategies that align with clients' financial goals and perspectives. Outside of his professional work, Maximillian is involved with the Dunedin Stirling Soccer Club and participates in several adventure and outdoor activities such as boating, camping, dancing, fishing, golfing, hunting, and soccer. He also values spending time with his family.

Keith Kunzig is a financial advisor with Ameriprise in Largo, FL, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliate since 2009. Outside of his advisory role, Kunzig participates in local charity events and is recognized as a local celebrity Buccaneer fan. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, delivering written recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to provide tailored retirement planning through a centralized consulting team.

Albert Lewis Jr. is a financial advisor with Ameriprise in Seminole, FL, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service for clients approaching or in retirement, providing written Recommendation Reports and ongoing annual advice focused on reliable income sources and tax-aware withdrawal strategies.

Chucri Chucri is a financial advisor at LPL Enterprise with Series 63 and Series 66 licenses and 26 years of industry experience. He has worked at Prudential Insurance Company of America, Pruco Securities, LLC, Wells Fargo Clearing, Chase Investment Services Corp., and Transamerica Financial Advisors. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Stephanie Abee is a financial advisor at Cambridge Investment Research Advisors with 15 years of industry experience. She holds the Series 66 designation and has worked with Cambridge since 2016. Outside of her advisory role, she is the managing member of Devan, LLC, a design consultation firm. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and offers access to third-party advisers and proprietary model strategies under the Founders Gate Capital brand.

Marvin Andringa is a financial advisor at OSAIC with over 54 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining OSAIC in 2018, he worked at Signator Investment Inc. and Royal Securities Company. OSAIC Wealth serves a variety of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform with an emphasis on model-based asset allocation, portfolio optimization, and comprehensive financial planning.

Christopher La Rue is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior work includes roles at USAA Financial Advisors and EXP Realty. Outside of his advisory work, he is also active as a residential real estate sales agent. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities, offering comprehensive financial planning and investment consulting with various portfolio management styles and municipal advisory services.

Brandon Halversen is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and nine years of industry experience. Prior to joining LPL Financial in 2025, he worked at Northwestern Mutual in various roles between 2016 and 2025 and served in the United States Marine Corps from 2011 to 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of investment adviser representatives.